Advisor's Growth offers a powerful AI Appointment Booking Bot, built on Google’s Dialog Flow technology, which enables you to automate appointment scheduling for your customers.
With this feature, you can streamline the booking process and deliver a smooth conversational experience. Follow these steps to integrate the AI Appointment Booking Bot into your workflows and automate appointment booking.
How to Add This Trigger to a Workflow:
Step 1: Create a new workflow or edit an existing one.
Step 2: Add the AI Appointment Booking Bot action to your workflow.
Step 3: Customize the action configuration:
Select the calendar for which the appointments should be booked.
Define the Processing Duration, or how long the bot will stay engaged with the customer.
Enter the initial message you want the bot to send, and check the box for Send First Message (unless this step is being handled elsewhere in the workflow).
Save the action to confirm your configuration.
Step 4: Customize the rest of the workflow:
If the bot successfully books the appointment, the contact will follow the path under “Did the Bot Book The Appointment?”
If the bot times out, the contact will follow the path under “Did the Bot Time Out?”
(You can modify both paths according to your preferences and needs.)
Step 5: Handle the next path if the bot fails to book the appointment:
If the bot times out, direct the contact to a human rollover option.
(You can further personalize the paths to suit your workflow's needs and handle all possible outcomes.)
Step 6: Test the workflow and AI bot:
It’s highly recommended to test the AI Bot Workflow with a test contact record to understand how it functions and ensure the customer experience is smooth.
Create a test contact and run through the workflow to verify its performance.
NOTES:
The AI Appointment Booking Bot includes a Do Not Disturb (DND) feature, which allows users to select DND for all sources or specific sources, helping leads control when they receive booking interactions.
FAQs
What is the AI Appointment Booking Bot?
The AI Appointment Booking Bot automates appointment scheduling through Google’s Dialog Flow technology, enabling natural conversations with customers to streamline the booking process.How do I customize the initial message sent by the AI Bot?
You can customize the initial message in the action’s configuration settings. Make sure to check the “Send First Message” box to send the initial message.What should I do if the bot times out?
If the bot times out, direct the contact to a human rollover option. This ensures that leads are not lost even when the bot fails to book the appointment.Can I test the AI Appointment Booking Bot before going live?
Yes, we recommend testing the bot by creating a test contact record and running the workflow to see how the AI Bot interacts with contacts.What is the DND feature in the AI Appointment Booking Bot?
The DND feature allows users to opt-out of receiving appointment booking interactions from all sources or specific sources, offering more control over notifications.How do I manage different paths in the workflow?
You can customize the workflow paths based on whether the bot successfully books the appointment or if it times out. Add appropriate actions to manage both scenarios and ensure a smooth lead-handling process.